Automate your Accounts Receivable collections process to gain improved cash flow and minimize the time you spend on collection followups.
Ask Ingrid to monitor every outstanding invoice so if they are not paid on time, collection tasks are automatically executed to remind your customers their payment is late. You define the timeline, tasks, and escalations with full control but no human interaction until your process defines. Ingrid saves you time, makes sure every invoice is monitored, and follows the workflow you define and control.
Set it and forget it. Ask Ingrid to send payment reminders on your behalf based on aging and custom rules. Reduces AR follow-up time by 90%.
Define global rules (30 days = email, 60 days = escalate). Override by customer. Handle exceptions automatically.
Ask Ingrid to learn which customers pay late. Flags high-risk accounts. Sends earlier reminders to chronic late-payers.
See the cash flow impact of overdue invoices. Forecast collections based on payment patterns. Prevent cash shortfalls.
Set up your default dunning process: After 30 days overdue, send a polite reminder email. After 45 days, send a second reminder with urgency. After 60 days, notify the collections manager for manual follow-up. Then customize by customer—maybe your biggest client gets more time, or a habitually late payer gets earlier reminders.
Ask Ingrid to monitor all open invoices in Spire. When an invoice becomes due for payment, it automatically sends the first reminder email. The email has the invoice attached and is personalized with the customer's name, invoice number, amount, and due date. You define this process with full granularity and control. The system tracks every action in Ingrid's extensive audit logs for your records and analysis.
Ask Ingrid to analyze payment history from Spire. If Customer ABC Corp has paid late 4 out of the last 6 invoices, it flags the account as high-risk. The system sends earlier reminders (15 days instead of 30) to improve collection time. This reduces average collection time by 12+ days.
Your AR dashboard shows all overdue invoices, sorted by aging and risk level. When an invoice reaches the end of your automated timeline (e.g., 60 days), a person is notified for manual follow-up. The dashboard shows every automated action taken, so your team has full context before picking up the phone.
The AR dashboard gives you complete visibility into your receivables:
AR Collections is designed to fit the requirements of most companies. However, if you have a unique requirement that our system doesn't accommodate, this module can be quickly and affordably customized to meet your specific needs. Our AI-driven development process ensures fast, efficient implementation tailored to your business.
Download our detailed product brochure for a comprehensive overview of AR Collections features, benefits, and implementation details.
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See how Ingrid can automate your AR follow-ups and improve cash flow.